Cherry Tree Wealth Management, LLC Wisdomtree Floating Rate Treas Transaction History
Cherry Tree Wealth Management, LLC
- $456 Billion
- Q3 2025
A detailed history of Cherry Tree Wealth Management, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 99 shares of USFR stock, worth $4,984. This represents 0.0% of its overall portfolio holdings.
Number of Shares
99
Previous 99
-0.0%
Holding current value
$4,984
Previous $4.98 Million
0.08%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding USFR
# of Institutions
610Shares Held
249MCall Options Held
0Put Options Held
0-
Summit Trail Advisors, LLC New York, NY21.6MShares$1.09 Billion15.41% of portfolio
-
Jpmorgan Chase & CO New York, NY20.3MShares$1.02 Billion0.07% of portfolio
-
Bip Wealth, LLC Atlanta, GA19.5MShares$984 Million36.1% of portfolio
-
Morgan Stanley New York, NY17.7MShares$889 Million0.06% of portfolio
-
Bank Of America Corp Charlotte, NC15.1MShares$760 Million0.05% of portfolio